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Applied Materials Inc

AMAT
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0000006951

In the last 90 days, Applied Materials Inc insiders filed 0 open-market purchases and 2 sales; 3,520 institutions reported holding it in 13F filings for Q2 2026, worth $476.5B in total; 8 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q4 2025

Institutional positions in Applied Materials Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,645
+335 vs. Q3 2025
Shares held
660.8M
+31.2M (+5.0%) vs. Q3 2025
Total value
$169.7B
+$40.9B (+31.7%) vs. Q3 2025
New holders
438
843 more added
Sold out
103
1,051 more reduced

52 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AMAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 2,645 institutions
Q1 2021: 1,597 institutionsQ2 2021: 1,649 institutionsQ3 2021: 1,638 institutionsQ4 2021: 1,846 institutionsQ1 2022: 1,781 institutionsQ2 2022: 1,631 institutionsQ3 2022: 1,561 institutionsQ4 2022: 1,685 institutionsQ1 2023: 1,761 institutionsQ2 2023: 1,830 institutionsQ3 2023: 1,852 institutionsQ4 2023: 2,034 institutionsQ1 2024: 2,221 institutionsQ2 2024: 2,286 institutionsQ3 2024: 2,216 institutionsQ4 2024: 2,240 institutionsQ1 2025: 2,166 institutionsQ2 2025: 2,323 institutionsQ3 2025: 2,362 institutionsQ4 2025: 2,645 institutionsQ1 2026: 2,955 institutionsQ2 2026: 3,520 institutions
Value heldQ4 2025: $169.7B
Q1 2021: $98.0BQ2 2021: $101.0BQ3 2021: $90.1BQ4 2021: $109.5BQ1 2022: $89.9BQ2 2022: $60.4BQ3 2022: $54.5BQ4 2022: $65.1BQ1 2023: $82.5BQ2 2023: $96.3BQ3 2023: $92.8BQ4 2023: $109.0BQ1 2024: $135.3BQ2 2024: $156.3BQ3 2024: $132.4BQ4 2024: $105.2BQ1 2025: $91.6BQ2 2025: $115.0BQ3 2025: $129.3BQ4 2025: $169.7BQ1 2026: $219.0BQ2 2026: $476.5B
Institutions holding AMAT and their total value by quarter
QuarterHoldersValue
Q2 20263,520$476.5B
Q1 20262,955$219.0B
Q4 20252,645$169.7B
Q3 20252,362$129.3B
Q2 20252,323$115.0B
Q1 20252,166$91.6B
Q4 20242,240$105.2B
Q3 20242,216$132.4B
Q2 20242,286$156.3B
Q1 20242,221$135.3B
Q4 20232,034$109.0B
Q3 20231,852$92.8B
Q2 20231,830$96.3B
Q1 20231,761$82.5B
Q4 20221,685$65.1B
Q3 20221,561$54.5B
Q2 20221,631$60.4B
Q1 20221,781$89.9B
Q4 20211,846$109.5B
Q3 20211,638$90.1B
Q2 20211,649$101.0B
Q1 20211,597$98.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Applied Materials Inc; share changes are against Q3 2025.

Institutions holding AMAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Guardian Investment Management4,078$1.05M0.84%−1,197−22.7%Reduced
Cornerstone Wealth Management, LLC4,070$1.05M0.05%+152+3.9%Added
South State Corp.4,068$1.05M0.05%+410+11.2%Added
Beto Financial Group, LLC3,178$1.04M0.70%+3,178New
Aviance Capital Partners, LLC4,046$1.04M0.12%+10+0.2%Added
Hollow Brook Wealth Management LLC4,043$1.04M0.27%00.0%Unchanged
Meriwether Wealth & Planning, LLC4,039$1.04M0.59%−1,065−20.9%Reduced
Symphony Financial, Ltd. Co.4,000$1.04M0.14%+265+7.1%Added
ONE Advisory Partners, LLC4,033$1.04M0.31%00.0%Unchanged
Finivi Inc.4,024$1.03M0.60%+8+0.2%Added
Mountain Pacific Investment Advisers Inc4,010$1.03M0.17%00.0%Unchanged
Legacy Advisors, LLC3,968$1.02M0.11%+531+15.4%Added
LifePlan Financial, LLC3,960$1.02M0.78%−165−4.0%Reduced
City State Bank3,957$1.02M0.28%00.0%Unchanged
Wolff Wiese Magana LLC3,940$1.01M0.55%−100−2.5%Reduced
Persium Advisors, LLC3,933$1.01M0.74%−70−1.7%Reduced
Douglass Winthrop Advisors, LLC3,924$1.01M0.02%+16+0.4%Added
Meiji Yasuda Asset Management Co Ltd.3,919$1.01M0.05%−327−7.7%Reduced
H&H Retirement Design & Management INC3,062$1.01M0.51%00.0%Unchanged
71 West Capital Partners3,903$1.00M0.05%+3,903New
Fundamentun, LLC3,902$1.00M0.04%+230+6.3%Added
Inscription Capital, LLC3,902$1.00M0.10%−429−9.9%Reduced
Coastline Trust Co3,846$988.4K0.09%+2,681+230.1%Added
Focused Wealth Management, Inc3,845$988.2K0.10%+6+0.2%Added
Davis R M Inc3,811$979.3K0.02%+125+3.4%Added
Pettyjohn, Wood & White, Inc3,805$977.8K0.15%+360+10.4%Added
RD Lewis Holdings, Inc.3,061$975.4K0.83%00.0%Unchanged
Pettee Investors, Inc.3,791$974.2K0.55%−345−8.3%Reduced
Van Diest Capital, LLC3,790$974.1K1.45%+3,790New
Hillsdale Investment Management Inc.3,780$971.4K0.03%−1,700−31.0%Reduced
Dynamic Technology Lab Private Ltd3,780$971.0K0.22%+3,780New
Arvest Investments, Inc.3,775$970.1K0.14%−60−1.6%Reduced
Joel Isaacson & Co., LLC3,762$966.7K0.03%−73−1.9%Reduced
Cim Investment Mangement Inc3,745$962.4K0.25%00.0%Unchanged
Sentry LLC3,742$961.7K0.26%00.0%Unchanged
Fielder Capital Group LLC3,736$960.2K0.20%−55−1.5%Reduced
LVZ Advisors, Inc.3,736$960.1K0.11%+5+0.1%Added
Salomon & Ludwin, LLC3,374$959.3K0.08%+99+3.0%Added
Virtu Financial LLC3,734$959.0K0.04%+3,734New
Shelton Wealth Management, LLC3,717$955.1K0.42%+259+7.5%Added
Purus Wealth Management, LLC3,715$954.7K0.30%+49+1.3%Added
Impact Investors, Inc3,700$951.0K0.66%−239−6.1%Reduced
Seven Mile Advisory3,690$948.3K0.16%−303−7.6%Reduced
Tiemann Investment Advisors, LLC3,685$947.0K0.37%−250−6.4%Reduced
Dutch Asset Corp3,686$947.0K0.73%+3,686New
Acropolis Investment Management, LLC3,684$946.8K0.04%+321+9.5%Added
Peoples Financial Services Corp.3,677$944.9K0.44%−297−7.5%Reduced
Autumn Glory Partners, LLC3,675$944.4K0.33%−260−6.6%Reduced
BAM Wealth Management, LLC3,644$936.5K0.68%−1,309−26.4%Reduced
Hallmark Capital Management Inc3,637$934.6K0.06%−10.0%Reduced
Legacy Private Trust Co.3,619$930.0K0.05%−20−0.5%Reduced
Dumont & Blake Investment Advisors LLC3,620$930.0K0.22%−10−0.3%Reduced
Falcon Wealth Planning3,605$926.4K0.08%−2,484−40.8%Reduced
Ameriflex Group, Inc.3,598$924.5K0.48%−2,260−38.6%Reduced
Moss Adams Wealth Advisors LLC3,597$924.3K0.07%+110+3.2%Added
Cidel Asset Management Inc3,592$923.1K0.07%−200−5.3%Reduced
Hazlett, Burt & Watson, Inc.3,595$923.0K0.29%+100+2.9%Added
Canandaigua National Bank & Trust Co3,584$921.1K0.08%−107−2.9%Reduced
Mach-1 Financial Group, Inc.3,575$918.7K0.19%−832−18.9%Reduced
Viawealth, LLC3,572$918.0K0.52%−314−8.1%Reduced
Parcion Private Wealth LLC3,572$918.0K0.06%+93+2.7%Added
Clark Financial Services Group Inc3,225$916.9K0.49%−230−6.7%Reduced
Picton Mahoney Asset Management3,566$916.4K0.01%+3,566New
Q3 Asset Management3,562$915.0K0.21%+3,562New
Optas, LLC3,522$905.1K0.14%+516+17.2%Added
Boit C F David3,000$903.5K0.39%00.0%Unchanged
Financial Advisory Corp3,512$903.0K0.24%−41−1.2%Reduced
Root Financial Partners, LLC3,514$903.0K0.05%+1,547+78.6%Added
Tranquilli Financial Advisor LLC3,510$902.0K0.52%−21−0.6%Reduced
Evoke Wealth, LLC3,506$900.9K0.02%+1,927+122.0%Added
Oakworth Capital, Inc.3,488$896.4K0.05%+174+5.3%Added
Worthington Financial Partners, LLC3,477$893.6K0.79%+3,477New
Pure Financial Advisors, Inc.3,476$893.2K0.01%−201−5.5%Reduced
Retireful, LLC3,434$892.7K1.12%+3,434New
Kanawha Capital Management LLC3,472$892.3K0.06%+18+0.5%Added
Wealth Architects, LLC3,470$891.8K0.08%+39+1.1%Added
McLaughlin Asset Management, Inc.3,462$889.8K0.80%+3,462New
GKV Capital Management Co., Inc.3,462$889.7K0.33%−150−4.2%Reduced
Waddell & Associates, LLC3,456$888.2K0.06%−10−0.3%Reduced
Courier Capital LLC3,452$887.2K0.05%−1,609−31.8%Reduced
Seascape Capital Management3,439$884.0K0.25%−1,224−26.2%Reduced
Argentarii, LLC3,438$883.6K0.30%−12−0.3%Reduced
Sandler Capital Management3,426$880.4K0.40%+3,426New
Systematic Financial Management LP3,400$873.8K0.02%00.0%Unchanged
Cypress Wealth Services, LLC3,394$872.1K0.12%+1,234+57.1%Added
Everpar Advisors LLC3,391$871.5K0.32%+32+1.0%Added
BCS Wealth Management3,388$870.9K0.09%+1,731+104.5%Added
Opal Capital LLC2,628$868.9K0.22%+2,628New
Cantor Fitzgerald Investment Adviser L.P.3,374$867.1K0.06%00.0%Unchanged
Providence First Trust Co3,374$867.1K0.30%+3,374New
Seek First Inc.3,343$859.1K0.59%+3,343New
Teamwork Financial Advisors, LLC3,318$852.7K0.09%−4,094−55.2%Reduced
Triad Wealth Partners, LLC3,316$852.2K0.08%+529+19.0%Added
Redmond Asset Management, LLC3,313$851.4K0.22%−150−4.3%Reduced
1776 Wealth LLC3,313$851.4K0.32%−56−1.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.2,579$846.9K0.35%+1,917+289.6%Added
Ritter Daniher Financial Advisory LLC3,293$846.3K0.14%−138−4.0%Reduced
Stevens Capital Management LP3,292$846.0K0.30%+3,292New
Seeds Investor LLC3,286$844.5K0.16%+340+11.5%Added
Camden Capital, LLC3,276$841.9K0.05%+24+0.7%Added